There has been no shortage of the figures attesting to the cosmic transformation of the US Inflation Reduction Act (IRA) – the largest clean energy and climate legislation in US history since its passage in August 2022. Yet, two years on the IRA is at a critical juncture with the impending US elections potentially altering the contours of what has been a goldilocks era of clean energy regulation.
To put this into perspective, Ehsan Khoman, Head of Research – Commodities, ESG and Emerging Markets (EMEA), delves into MUFG’s latest ESG thought leadership report, titled, “US Inflation Reduction Act (IRA) two years on – How the US elections may alter the contours of the capex supercycle” (see here), in this week’s podcast.
Disclaimer: www.mufgresearch.com (PDF)